Financial Services Administrator

Profiles Personnel; Farnham; Hybrid; GBP 30,000 - 33,000; Full time

Benefits offered by this job

25 days holiday

Birthday day off

Paid parking

Hybrid working after probation

Job summary

Profiles Personnel is recruiting a Pension & Investment Administrator for a well-established Independent Financial Advisory practice in the United Kingdom. The role focuses on pensions and investments, with support from Financial Consultants.

Salary £30-33K depending on experience plus 25 days holiday, Bank Holidays, 1 extra day off during your birthday month and paid parking. The position offers a friendly, professional environment with hybrid working after a successful probationary period.

Qualifications

• Experience in an IFA or Financial Planning administration environment.
• Strong attention to detail and excellent organisational skills.
• Pursuing or holding financial services qualifications (R01-R06 or equivalent)

Responsibilities

• Processing new pensions and investment business
• Liaising with Financial Consultants, Paraplanners and providers
• Maintaining accurate records on the Intelliflo back-office system
• Handling correspondence with clients, providers and advisers
• Managing diaries and preparing files for client meetings
• Ensuring all administration is completed in line with FCA and compliance requirements

Skills

Numerical ability

Attention to detail

Organisational skills

Communication skills

Teamwork

Professionalism

IT literacy

Education

Financial services qualifications (R01-R06 or equivalent)

Tools

Intelliflo back-office system

Job description

PENSION & INVESTMENT ADMINISTRATOR***

Are you an experienced Financial Services Administrator with a background in pensions and investments, and either already holding or working towards financial services qualifications such as R01-R06 (or equivalent)? If you're looking to join a friendly, professional and highly regarded wealth management team where you can continue to develop your career, this could be an excellent opportunity.

Our client is a well-established and successful Independent Financial Advisory practice with a strong reputation for providing high-quality advice and exceptional client service. Due to continued growth, they are looking to recruit a Pension & Investment Administrator to support their team of Financial Consultants.

Salary £30-33K depending on experience + 25 days holiday+Bank Holidays + 1 extra day off during your birthday month + paid parking

Key responsibilities for the Pension & Investment Administrator include

• Processing new pensions and investment business
• Liaising with Financial Consultants, Paraplanners and providers
• Maintaining accurate records on the Intelliflo back - office system
• Handling correspondence with clients, providers and advisers
• Managing diaries and preparing files for client meetings
• Ensuring all administration is completed in line with FCA and compliance requirements

The ideal Pension & Investment Administrator will need

• Previous administration experience within an IFA or Financial Planning environment
• Strong attention to detail and excellent organisational skills
• Good IT skills and confidence using back-office systems
• A professional and personable communication style
• Strong numerical ability
• A positive, team-focused approach
• Financial services qualifications (R01-R06 or equivalent), or be actively working towards them

What's on Offer

• Friendly and supportive team environment
• Opportunity to develop your financial services career
• Exposure to a wide range of pension and investment administration
• Long-term career prospects within a growing and successful firm
• Opportunity for hybrid working following a successful probationary periodHours 9am-5pm Monday to Friday

If you're looking for a role where your experience will be valued and where you can continue to build your knowledge and qualifications within financial planning, we'd like to hear from you